Finance Perch
Your finances,
crystal clear.
Finance Perch gives you a bird's-eye view of every account, investment, and budget — all in one secure dashboard.
Net Worth
$124,830
Investments
$89,200
Cash
$21,400
Debt
-$14,230
Portfolio Tracking
Monitor all your investments in one place
Budget Management
Set goals and track your spending habits
Financial Reporting
Detailed insights and analytics on your wealth
Net Worth Dashboard
A bird's-eye view of your complete financial picture
Unlimited
Accounts Linked
Real-time
Data Refresh
Plaid
Account Connection